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Job Description- Equity Dealer & OperationsDepartment- Operations/ Client Relationship & Retention (CRR)Location: Client First Wealth Management (HQ)Company:Client First Wealth Management Pvt Ltd.About Client Wealth ManagementClient First Wealth Management is a fast-growing Wealth Management and Financial Services firm committed to helping clients achieve long-term financial security, growth, and prosperity. With a strong client-first philosophy, we deliver customized investment, equity, and insurance solutions built on trust, research, and lasting relationships.Key ResponsibilitiesEquity & Market Operations- Execute equity trades via Terminal, stock market orders, and investment transactions efficiently -- Monitor live market movements, portfolios, and trading positions -- Support clients in equity dealing, mutual fund, PMS, AIF, and insurance transactions -- Coordinate with brokers, RMs, and internal teams for smooth trade settlements and compliance -- Ensure proper documentation and process adherence for all market transactions-Client Relationship & Portfolio Servicing (CRR)- Build and maintain long-term client relationships through regular engagement -- Understand client financial goals and risk profiles to support wealth creation -- Assist in Portfolio Management, servicing, and performance discussions -- Prepare financial proposals, portfolio reviews and client presentations -- Resolve client queries related to investments, statements, transactions, and reports -- Identify opportunities & achieve the target by cross-selling and upselling financial products-Research, Reporting & Coordination- Maintain MIS reports, CRM updates, and client data records -- Track renewals, transactions, and service requests -- Support in preparing market updates and investment insights for clients -- Ensure timely completion of KYC, compliance, and documentation processes-Skills & Competencies Required- Strong knowledge of Stock Market, Equities, and Trading Operations -- Understanding of Mutual Funds, PMS, AIF, Insurance, and Wealth Products -- Ability to understand financial numbers, portfolio data, and performance reports -- Fast executor with high accuracy and attention to detail -- Excellent client communication and interpersonal skills -- Client-focused mindset with strong relationship management abilities -- Proficiency in Excel, Google Sheets, and PowerPoint -- Ability to work in a fast-paced financial services environment-Qualifications- Graduate / Postgraduate in Commerce, Finance, Business, or related field -- 1–3 years of experience in stock market, wealth management, or financial services -- Certifications preferred (any of the following): -- NISM 8 – Equity Derivatives -- NISM 7 – Securities Operations -- NISM 10A / 12 / 15 (Mutual Fund / Research / Investment Adviser Modules)